Simon Taylor Email & Phone Number
Director of Strategic Partnerships @ Brooks Macdonald
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Simon Taylor Location
- London, GB
Simon Taylor Work
- 2026 -now Director of Strategic Partnerships @
- 2024 -2025 Head of Strategic Partnerships @
- 2021 -2024 Head of Strategic Partnerships and Platforms @
- 2019 -2021 Non Executive Director @
- 2018 -2021 Global Strategic Client Director ( Americas ) @
- 2016 -2018 Head of Industry Relationships @
- 2012 -2016 Strategic Relationship Manager (Banks and Wealth Managers) @
- 2004 -2012 Partnership Director @
- 2000 -2004 National Development Manager Wealth Management @
- 1990 -2000 Pension Consultant (Employee Benefits) @
- 1987 -1990 Broker Sales Consultant (IFA Division) @
- 1985 -1987 Pension Administrator @
Simon Taylor Education
- The Chartered Insurance Institute
Diploma in Financial Services ( Marketing F50, Pensions G60, Personal Tax J01, FPC123)
1993-2011 - UK Society of Investment Professionals
IMC
2002-2002 - FT Portfolio Management School
Portfolio Management
2001-2001
Simon Taylor Skills
- Pensions
- Investments
- Wealth Management
- Strategic Business Direction
- Strategy
- Banking
- Business Development
- Wealth Management Services
- Business Strategy
- Private Banking
- Financial Services
- Funding
- Strategic Financial Planning
- Asset Management
- Financial Risk
- Relationship Management
- Risk Management
- Management
- Stakeholder Management
- Wealth
- Financial Advisory
- Retirement Planning
- Portfolio Management
- Financial Planning
- Investment Advisory
- Leadership
- Agency Relationship
- Strategic Business
- Insurance
- Communication
- Market Research
- Strategic Planning
- Insight Generation
- Customer Insight
- Customer Service
- Strategic Thinking
- Project Management
- Research Design
- Workshop Facilitation
Simon Taylor Summary
- Simon Taylor, based in London, GB, is currently a Director of Strategic Partnerships at Brooks Macdonald. Simon Taylor brings experience from previous roles at Rathbones Group Plc, Investec Wealth & Investment UK, Canada-UK Chamber of Commerce and Aberdeen Standard Investments. Simon Taylor holds a 1993 - 2011 Diploma in Financial Services in Marketing F50, Pensions G60, Personal Tax J01, FPC123 @ The Chartered Insurance Institute. With a robust skill set that includes Pensions, Investments, Wealth Management, Strategic Business Direction, Strategy and more. Simon Taylor has 1 emails and 2 mobile phone numbers on RocketReach.
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